Personal Financial Planning Update: Investment Issues and Today's Follow-Up! WEBCAST

Thursday, June 2 8:00am - 10:00am PDT

Add to Calendar

Your Desk

2.0 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

Learn to solidify an appropriate investment strategy based on risk, help clients stay on top of potentially life-altering situations and help clients understand the intricacies of investment planning. Gain a better understanding of investment markets, the effects of world events, assessing client risk and matching to expected return, dealing with increasing client concerns, and developing better investment solutions in a rapidly changing environment. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based in a world that is not secure? With new market heights attained often and unexpected events occurring on a regular basis, how does one feel comfortable with an investment strategy? Where are investments headed in an economy-to some-on borrowed time?

Highlights

Develop, design and monitor client investment portfolios. Determine how to assess a client’s risk tolerance and manage expectations by understanding risk/return relationships. Determine how to assess market conditions in a very unique and different environment. Examining how clients need to potentially re-shape their investing strategies post-COVID and determining whether this process continue. Determine how investment vehicles work together to managing risk/return relationships. Determine how to build, monitor, evaluate and re-design an investment portfolio.

Prerequisites

A basic understanding of investing.

Designed For

CPAs, financial advisors and industry professionals

Objectives

Learn how to navigate today’s investment marketplace and how to navigate in difficult waters. Identify why clients invest the way they do. Determine which investment vehicles to use in varying situations. Discover how to use various software tools to design different investment portfolios. Apply modern investment portfolio theory to build client investment portfolios. Understand how to turn prospects into clients by evaluating the return of existing prospect portfolios compared to portfolios you design. Evaluate your client’s portfolios using performance measurement tools.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Jeffrey Rattiner

Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine.

Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.

Return to Top

Non-Member Price $119.00

Member Price $89.00